Paraplanner

Recruiter
threesixty selection
Location
Newtown
Posted
09 Mar 2018
Closes
05 Jul 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

With very close relationships with over 30 local accountancy practices, this financial planning arm of the group provide independent advice to a whole spectrum of individual and corporate clients.

You will gain experience working in a well connected busy IFA practice and encouraged to progress your technical capability and qualifications and hold a responsible position in a well respected, large IFA group.

Job definition:

To provide a comprehensive and efficient Paraplanning service to the advisers and their clients.

Main Duties and Responsibilities:

  • Research whole of market for advisers on a case by case basis to determine and deliver the most appropriate solutions and providers
  • Construct Suitability Reports
  • Construct Annual Review letters
  • To provide all support material for client recommendation, research, illustrations and documentation
  • To provide technical support and back up to the adviser
  • Liaise effectively with clients, product providers, associations and other departments.

Educational Standard:

A Level education or equivalent

Qualifications

Working towards or completed the Diploma in Regulated Financial Planning or equivalent

Knowledge/experience:

  • Proven financial services sector experience
  • Knowledge of protection, investments and pensions, whole of market
  • Competent with Word, Excel and Outlook

Skills & Attributes:

  • Organised
  • Able to prioritise workload
  • Numerate
  • Articulate
  • Self Motivated
  • Able to prioritise workloads
  • Self Motivated and positive
  • Able to work independently as well as part of a team

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